The Financial Guys - Rochester (NY)

Crystal Cox 1397 is a hair salon

Scott Flint Eric is always friendly and very professional. Definitely instilled confidence with me.

Jeffrey Zink A young teller helped me so much when there was fraudulent activity on my debit card, I believe her name was Melissa

Michael Davis Peter has straightforward advice thats reasonable and so important for individuals & families. Love his radio program.

Felicity Tiberi I came in to get a typed direct deposit form and everyone was very helpful- especially Haley. She was extremely kind and walked me through everything to get what I needed and upgrade my account. I am very satisfied and I would recommend her to anyone needing assistance with KeyBank. Thank you Haley, your help was much appreciated!

Richard Scott David and Arabella took on my wife and mine retirement accounts after many bad experiences with brokerages and investor firms. We are very impressed with the passion and dedication to help us to grow our investments. Over the last year...David has helped us grow our accounts significantly, even during the Covid and financial stress of the last few months, We are very happy with him and Arabella. We look forward to a long relationship with them. Thank you!!!!

Gina Russo We would like to express our thanks for the work you have done for us over the years. The expertise and attention to detail with which you have handled our finances. Your continual advice on financial planning issues has saved us significant amounts of money. Your passion, knowledge and a genuine interest in achieving the best for your clients is what makes a truly an outstanding Financial Adviser. “I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me is the way you took the time to get a feeling for where we are at, your depth of knowledge, lateral thinking and your common sense approach. Your professional, ethical and caring demeanour elicits my trust and respect and I gladly recommend your services whenever possible.”